Sales Support Administrator
Seeking an IFA sales support administrator to work closely with a Chartered Financial Planner and Chartered paraplanner.
The role will involve
Obtain and record accurate product valuations from provider
Obtain accurate quotations from product providers
Process, issue and monitor the recent of letter of authorities
Prepare new business submission files
Monitor progress of new business
Assist with the preparation of client facing reports
To apply for this role you will need:
Experience of working within an IFA environment
Be well organised and able to work on your own volition.
Experience of IO would be advantageous
This is a well-established successful and busy firm of financial planners who can provide training and assistance with exams for someone looking to progress their career within financial planning.